Overview

Numeric offers two integration options for NetSuite workspaces — our Traditional Sync and a more capable Warehouse Sync. This document highlights the process for connecting our more feature-rich Warehouse Sync.

Prerequisites

Before setting up SuiteAnalytics Connect, you must:

1. Complete the basic NetSuite integration connection to your Numeric workspace. Follow the steps in our Connecting NetSuite guide.

2. Review the SuiteAnalytics Connect article for additional context.

Setup Guide

1. Log in to your NetSuite account.

2. In the homepage of your NetSuite account, find the Settings module and select Set Up SuiteAnalytics Connect.

Note your service host, port, and account ID

1. Click Your Configuration. Your service host, port, and account ID information appear.

Make a note of your host, port and account ID

Create the Numeric Integrator Role

1. In NetSuite, create a new role called Numeric Integrator. This dedicated role is required for Suite Analytics Connect.

2. Add the following permissions to the Numeric Integrator role:

3. Note the Role ID (Internal ID) of the Numeric Integrator role from the Manage Roles page in NetSuite.

Additional Permissions

Lists

Please include any of the following list permissions which are applicable:

• contact

• customer

• employee

• partner

• project

• vendor

Other NetSuite types we need:

items, locations, classes
Fiscal Calendars

Send Details to Numeric

Send the service host, port, and account ID, and Role ID (internal ID) to support@numeric.io or an existing email thread with your implementation team.

Complete the Migration

After sending your Suite Analytics Connect details to Numeric support:

1. Numeric support will enable Suite Analytics Connect and initiate the migration process for the initial sync.

2. Wait for confirmation from support that the migration is complete.

3. Verify your data by tying out to check for any discrepancies.